Managing Your Customer Relationships using Dynamics 365 for Sales from inside Dynamics 365 for Financials

If you use Dynamics 365 for Sales for customer engagement, you can use Financials for order processing and finances and have seamless integration in the lead-to-cash process.

When your application is set up to integrate with Dynamics 365 for Sales, you have access to Sales data from Financials and the other way around in some cases. This integration enables you to work with and synchronise data types that are common to both services, such as customers, contacts, and sales information, and keep the data up to date in both locations.

Note

In the current version of Financials, Dynamics 365 for Sales is referred to as Dynamics CRM. For simplicity, the remainder of this article will use the terminology that is used in Financials.

For example, the sales person in Dynamics CRM can use the price lists from Financials when they create a sales order. When they add the item to the sales order line in Dynamics CRM, they are also able to see the inventory level (availability) of the item from Financials. This data is published as part of the assisted setup guide, Dynamics CRM Connection Setup.

Note

This functionality requires that your experience is set to Suite. For more information, see Customizing Your Financials Experience.

Setting up the connection

From Home, you can access the Dynamics CRM Connection Setup assisted setup guide that helps you set up the connection. Once that is done, you will have a seamless coupling of Dynamics CRM records with Financials records.

Note

The following explains the assisted setup, but you can perform the same tasks manually in the CRM Connection Setup window.

In the assisted setup guide, you can choose which data to synchronise between the two services. You can also specify that you want to import your existing Dynamics CRM solution. In that case, you must specify an administrative user account.

Setting up the user account for importing the solution

To import an existing Dynamics CRM solution, the setup guide uses an administrative account. This account must be a valid user in Dynamics CRM with the following security roles:

  • System Administrator
  • Solution Customizer

For more information, see Create users and assign Microsoft Dynamics 365 (online) security roles on techNet and How to: Manage Users and Permissions.

This account is only used during the setup. Once the solution is imported into Financials, the account is no longer needed.

Setting up the user account for synchronisation

The integration relies on a shared user account. So in your Office 365 subscription, you must create a dedicated user that will be used for synchronisation between the two services. This account must already be a valid user in Dynamics CRM, but you do not have to assign security roles to the account because the setup guide will do that for you. You must specify this user account one or more times in the setup guide, depending how much synchronisation you want to enable. For more information, see Create users and assign Microsoft Dynamics 365 (online) security roles on techNet.

If you choose to enable item availability, the integration user account must have a web services access key. This is a two-step thing in the Financials page for that user account, you must choose the Change Web Service Key button; and in the CRM connection setup guide, you must specify that user as the OData web service user.

If you choose to enable sales order integration, you must specify a user that can handle this synchronization - the integration user or another user account.

Coupling records

In the assisted setup guide, you can choose to synchronise between the two services. But later, you can also set up synchronisation of specific types of data. This is referred to as coupling, and this section provides recommendations for what you must take into consideration.

For example, if you want to see Dynamics CRM accounts as customers in Financials, you must couple the two types of records. It is not very complicated - you open the Customer List window in Financials, and there is an action in the ribbon to couple this data with Dynamics CRM. Then you specify which Financials customers match which accounts in Dynamics CRM.

In certain areas, the functionality relies on you couple certain sets of data before other sets of data as shown in the following list:

  • Customers and accounts
    • Couple salespeople with Dynamics CRM users first
  • Items and resources
    • Couple units of measure with Dynamics CRM unit groups first
  • Items and resource prices
    • Couple customer price groups with Dynamics CRM prices first
Note

If you are using prices in foreign currencies, make sure that you couple currencies to Dynamics CRM transaction currencies.

Dynamics CRM sales orders depends on additional information like customers, units of measure, currencies, customer price groups, items and/or resources. In order for Dynamics CRM sales orders to work seamlessly, you must couple customers, units of measure, currencies, customer price groups, items and/or resources first.

Synchronising records fully

At the end of the assisted setup guide, you can choose the Run Full Synchronization action to start synchronizing all Financials records with all related records in the connected Dynamics CRM solution. In the CRM Full Synch. Review window, you choose the Start action. The synchronisation then begins to execute jobs according to dependencies. For example, currency records are synchronised before customer records. The full synchronization may take a long time and will therefore run in the background so that you can continue to work in Financials.

To check the progress of individual jobs in a full synchronization, drill down on the Job Queue Entry Status, To Int. Table Job Status, or From Int. Table Job Status field in the CRM Full Synch. Review window.

From the CRM Connection Setup window, you can get details about full synchronization at any time. From here, you can also open the Integration Table Mappings window to see details about the tables in Financials and in the Dynamics CRM solution that must be synchronized.

See Also

Relationship Management
Working with Financials
Customizing Your Financials Experience
How to: Manage Users and Permissions
Onboard your organization and users to Dynamics 365 (online)

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